Carlyle, the investment manager whose portfolio companies employ more than 700,000 people globally, is stepping into the economic data void left by the US government shutdown https://t.co/opYUEkLePx ...

Core Viewpoint - T. Rowe Price Group, Inc. is positioned for potential growth despite recent stock performance challenges, with upcoming earnings expected to show revenue growth while EPS is projected to decline [3][5]. Group 1: Stock Performance - T. Rowe Price's stock closed at $103.28, reflecting a 1.54% increase from the previous day, outperforming the S&P 500's marginal gain of 0.01% [2][5]. - Over the past month, T. Rowe Price shares have declined by 8.8%, underperforming the Finance sector's gain of 1.42% and the S&P 500's increase of 4.83% [2][5]. - The stock price is currently approximately $103.73, with a trading range today between $103.47 and $104.99 [4]. Group 2: Financial Outlook - T. Rowe Price is expected to report an earnings per share (EPS) of $2.43, representing a 5.45% decrease from the same quarter last year [3][5]. - Revenue is anticipated to rise by 2.28% to $1.83 billion compared to the previous year, indicating potential growth in operations [3][5]. Group 3: Market Position - Morgan Stanley has set a price target of $125 for T. Rowe Price, suggesting a potential upside of 21.03% from its current trading price [1][5]. - The company's market capitalization stands at approximately $22.79 billion, with a trading volume of 200,143 shares on the NASDAQ exchange [4].

I am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have been active in the markets for several years, and am primarily focused on long/short equities. I hold a Bachelor of Science Degree from Lehigh University, where I double majored in Finance and Accounting, with a minor ...

Group 1 - Invesco is an independent investment management firm focused on enhancing the investment experience for individuals [1] - The firm emphasizes the importance of understanding investment objectives, risks, charges, and expenses before investing [1] - Invesco provides educational information but does not offer tax advice, highlighting the complexity and variability of federal and state tax laws [1] Group 2 - Invesco's investment advisory services are provided by affiliated investment advisers, and they do not sell securities [1] - The company operates various investment products, including Unit Investment Trusts, which are distributed by Invesco Capital Markets, Inc. [1] - PowerShares is a registered trademark of Invesco PowerShares Capital Management LLC, indicating the firm's branding in the investment management space [1]

Core Insights - Infrastructure Capital Advisors is a prominent provider of investment management solutions aimed at income-focused investors [1] - Jay Hatfield serves as CEO and CIO, leading the investment team and managing multiple ETFs and private accounts [1] - The firm is frequently featured in major financial media outlets, enhancing its visibility and credibility in the investment community [1] Company Overview - Infrastructure Capital manages a range of investment products including the InfraCap Small Cap Income ETF, InfraCap Equity Income Fund ETF, InfraCap MLP ETF, Virtus InfraCap U.S. Preferred Stock ETF, and InfraCap REIT Preferred ETF [1] - The company publishes a monthly market and economic report, quarterly commentaries, and various research materials to support investors [1] - Infrastructure Capital also engages in educational initiatives through monthly webinars and participation in industry conferences [1]

Core Insights - The Principal Financial Group is a global leader in investment management, offering a variety of financial products and services including retirement services, insurance solutions, and asset management [1] - Founded in 1879, the company is a member of the FORTUNE 500 and manages $519.3 billion in assets [1] - The Principal serves approximately 19.7 million customers worldwide from offices located in Asia, Australia, Europe, Latin America, and the United States [1] - The company is publicly traded on the New York Stock Exchange under the ticker symbol PFG [1] Company Overview - Principal Financial Group provides a diverse range of financial products and services to businesses, individuals, and institutional clients [1] - The company includes various financial services companies under its umbrella, focusing on retirement, asset management, and insurance [1] - Insurance products are issued by Principal National Life Insurance Co (except in NY) and Principal Life Insurance Co [1] Additional Information - Plan administrative services are offered by Principal Life [1] - Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. [1] - Securities are offered through Princor Financial Services Corp., which is a member of SIPC and/or independent broker/dealers [1]

Financial Performance - Operating profit reached $159.7 million, a 5.4% increase compared to FY24[8,18] - Operating EPS increased by 7.3% to 89.8 cents[8,18] - The full year dividend increased by 12.6% to 73.3 cents per share[8,18] - Returns to shareholders totaled $202.1 million, a 64% increase from FY24, including $74 million from on-market share buy-backs and $128 million in total dividends[8,18,19] - Strategic partnership income surged by 202% year-over-year to $31.1 million, representing 20% of total operating profit[8,10] - Fund investment income increased by 210% to $42.2 million[20] Assets Under Management (AUM) - Assets under management (AUM) grew by 8.2% year-over-year, reaching $39.6 billion[8,10,18] - Investment Management revenue decreased by 12% year-over-year to $245.7 million, due to a decline in margins[8,10,18] Strategic Partnerships - Invested capital in strategic partnerships increased by 103% to $324.5 million[24] - Strategic partnerships returned 10% on invested capital in FY25, up 4% over the year[26] - FinClear reported revenue growth of 8% year-on-year and underlying EBITDA growth of 15% year-on-year[62,63]

Group 1 - The author has been involved in the markets since elementary school and has a strong educational background in Finance and Accounting, with a focus on Investments and Financial Analysis [1] - The author has experience managing investment portfolios, including a long/short equity portfolio and two long-only portfolios as part of a student investment group [1] - The author has completed internships at a large bank and in managing a university endowment, indicating practical experience in investment management [1] Group 2 - The article emphasizes the importance of conducting due diligence before making any investment decisions [3] - It highlights that past performance is not indicative of future results, suggesting a cautious approach to investment [4] - The article clarifies that the views expressed may not reflect those of Seeking Alpha as a whole, indicating a diversity of opinions among analysts [4]

Core Viewpoint - Artisan Partners Asset Management Inc. reported its financial results for the second quarter and first half of 2025, along with the declaration of a quarterly dividend [1]. Group 1: Financial Results - The company announced its results for the three and six months ended June 30, 2025 [1]. - A conference call is scheduled for July 30, 2025, to discuss these results, featuring key executives including the CEO, Executive Chair, and CFO [2]. Group 2: Company Overview - Artisan Partners is a global investment management firm that offers a wide range of high value-added investment strategies to sophisticated clients worldwide [3]. - The firm has been focused on attracting experienced investment professionals since its establishment in 1994 [3]. - Artisan Partners operates autonomous investment teams that manage diverse investment strategies across multiple asset classes [3].

Financial Results Announcement - Artisan Partners Asset Management Inc. will report its second quarter 2025 financial results on July 29, 2025, at approximately 4:30 p.m. (Eastern Time) [1] - The earnings release and supplemental materials will be available on the investor relations section of artisanpartners.com [1] Conference Call Details - A conference call to discuss the results will be hosted by CEO Jason Gottlieb, Executive Chair Eric Colson, and CFO C.J. Daley on July 30, 2025, at 1:00 p.m. (Eastern Time) [1] - A live webcast of the conference call will be accessible via the investor relations section of artisanpartners.com [2] - Participants can join the call by dialing the provided numbers, with a conference ID of 10199994 [2] Audio Replay Information - An audio replay of the conference call will be available one hour after the call ends until August 6, 2025, at 9:00 a.m. (Eastern Time) [2] - The replay can be accessed using specific dialing numbers and a replay conference ID of 4893273 [2] - An audio replay will also be available on the investor relations section of artisanpartners.com within 24 hours after the conference [2] Company Overview - Artisan Partners is a global investment management firm offering a wide range of high value-added investment strategies [3] - The firm has been committed to attracting experienced investment professionals since its establishment in 1994 [3] - Artisan Partners' autonomous investment teams manage diverse investment strategies across multiple asset classes [3]